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Invested in You

Comprehensive wealth planning and investment management

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Products & Services

We create strategies that are tailored to your needs and goals.

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Our Company

Years of experience have prepared us to guide you through your life transitions.

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Our Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome to Fareed Wealth Management

Fareed Wealth Management focuses on comprehensive financial planning strategies and investment management to select high-net-worth individuals and institutions with complex needs. We maintain long-term relationships and create an environment of mutual trust, respect, and integrity with our clients.

We focus on understanding our clients’ goals and concerns prior to developing tailored strategies and roadmaps for pursuing their goals. Our advanced portfolio optimization process and extensive network of professionals are used to develop strategies that help advance our clients toward their goals. The end results are customized, integrated strategies that seek to grow clients’ portfolios, manage downside risk, and smooth volatility.

We encourage you to explore our site and learn more about the services that our firm provides.

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About Our Company

Fareed Wealth Management is a financial services firm. We strive to achieve a reputation for competence and excellence in the industry by leveraging our broad technical strengths and resources to address clients’ goals and build long-term trusted relationships.

We focus on comprehensive wealth management including: investment management, insurance services, retirement planning, employee stock options, tax planning and estate planning. Our robust investment strategies encompass the following:

  • Optimized portfolio construction
  • Access to a wide variety of alternative investments through LPL Financial
  • Institutional level investments
  • Rigorous due diligence
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Our Mission

Our mission is to provide the highest level of financial advice and investment management for our clients and to be their long-term trusted advisor.

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